+71.2%
KT vs VT
+59.7%
+11.5%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.7% | +2.6% | +3.4% |
| 7D | +10.0% | -0.3% | +10.3% | +10.2% |
| 30D | -2.9% | -1.4% | -1.5% | -2.1% |
| 3M | 0.0% | -1.4% | +1.4% | +0.8% |
| 6M | -12.9% | +5.5% | -18.3% | -15.7% |
| YTD | -2.7% | +12.8% | -15.5% | -9.6% |
| 1Y | -0.2% | +15.4% | -15.6% | -8.5% |
| 3Y | +64.0% | +76.9% | -12.8% | +15.1% |
| All | +71.2% | +59.7% | +11.5% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling